SAP Business One - Gross Sales Commission And Buyer Statement Reports

SAP Business One - Gross Sales Commission And Buyer Statement Reports

As in the majority of mid-market ERP and accounting functions SAP B1 has customizable commission and bill forms. Nonetheless being flexible within the sense of making consumer defined fields and tables likelihood is high that your imaginative and prescient and formulation are based on these objects. It's natural to decide design work to be executed in CR as SAP owns this tool and recommends for managerial reporting. We are going to attempt to come by means of customization and design pitfalls and recommendations to avoid them. This paper shouldn't be meant to be a technical information for programmer as it's moderately FAQ type assortment of recommendations:

1. Commission formulas. Real life is rich in case studies and we've got seen clients where formulas have a number of tiers they usually have efficient date from and to just to open the list of potential scenarios. In case you acknowledge your case then good thought is to create few consumer outlined tables and use them for calculations

2. Statement. In varied industries you might have parallel models that ought to be present on the printed form. For example it may be billed and precise minutes in advertising

3. Person defined fields and tables. There is no such thing as a must do software development so as to create these objects. They could be created in person interface: Instruments -> Customization Instruments -> User defined tables and fields management and from here use your instinct or read user manual. The nice thing here is the fact that these objects are created in SQL tables in metadata and they are neutral to version upgrade. So be happy to deploy this technique. Usually you might be sending customer invoices or gross sales orders from exterior database or application. In this case it's good concept to ship them first to person defined tables and then deploy Software Development Kit C or VB programming in Microsoft Visual Studio to transform the rows into real Invoices and Orders

4. Design. Now let's discuss in regards to the design itself. It's paradoxical but our recommendation is begin this process in SQL Server Management Studio queries. Crystal is ideal tool but if formulas change in the future it is likely to be difficult to comply with these adjustments in Designer tool. A lot simpler is to create SQL View and even stored process the place all of the mathematics is finished and base report on these SQL units. If you're designing something complicated with formulas then you definitely may be disenchanted with design results getting rows duplications and different annoying bugs. SQL is better positioned to do math. Basic thought is the next - try your query in SQL until you're happy with outcome and only after open CR Designer device to finish format and such cosmetics as firm emblem and other graphical components

5. Now fields and tables structures. There are two methods to discover these. First is to print it out from SDK in the form of full and very complex diagram. And the second option is to change in menu View System Information. Then open the form with the table and field in question and place cursor over. Take a look at bottom left nook the place you should be able to read names. Try it by yourself and see in case you bought the same results. Gross sales Order header is hosted in ORDR and lines in RDR1 tables respectively.